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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,375 | $54,763-95.7% | $90,324-97.4% | $72,976-96.7% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.3%+18.4pp | 69.5%+22.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $789 | $2,093-62.3% | $2,856-72.4% | $2,440-67.7% |
| Participant deferral / active EE | $1,620 | $2,887-43.9% | $3,885-58.3% | $3,608-55.1% |
| Admin fee / account holder | $58 | $3,973-98.5% | $5,356-98.9% | $5,124-98.9% |